Our Board

Member Area

As part of being an open and transparent body, which is fully representative of its members and their interests, all Board positions are re-elected on at least a three year rolling cycle, although existing members of the Board may stand for re-election. The Board is based upon a constituency basis:

  • The Chief Executive
  • Adviser Constituency – 3 places
  • Regional Firm Constituency – 2 places
  • National Firm Constituency – 2 places
  • The Network Constituency – 4 places
  • The Club Constituency – 1 place
  • Association of Finance Brokers – 1 place
  • Co-options – 5 places

The Board comprises:

Andrew MontlakeNEW100x140
Andrew Montlake

Tim Wheeldon
Deputy Chairman
Fluent Money

Simon Broadley
Simon Broadley
Deputy Chairman

Robert Sinclair BoardPage
Robert Sinclair
Chief Executive

Abi Greenhalgh
Nest Financial Services

Dominic Scott
Alexander Hall

Lisa Martin
LSL Group

Dan Maskell
Finance Planning Group

Gemma Harle
Quilter Financial Planning

Richard Howells

Martin Reynolds hsNEW100x140
Martin Reynolds

SimplyBiz Group

Scott Taylor-Barr

Carl Summers Financial Services

Kevin Roberts
Legal and General

Paul Shearman
Paul Shearman


Geoff Spours
Geoff Spours
London and Country

Will Hale
Key Retirement Solutions

Ben Thompson
Mortgage Advice Bureau

Ray BoulgerNEW100x140
Ray Boulger
John Charcol